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Triad Wealth Partners’s SAP SAP Stock Holding History

Triad Wealth Partners’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-94
Closed -$19K – 729
2024
Q2 		$19K Buy
+94
New +$17.7K 0.01% 358

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's SAP Position: Q3 2024 in Review

Triad Wealth Partners sold out of SAP (SAP) in Q3 2024, closing a stake of 94 shares — an estimated $19K sold.

Triad Wealth Partners first reported a position in SAP in Q2 2024 and held it in 1 quarter. The position peaked at $19K in Q2 2024. 789 funds tracked by Wall St. Rank hold SAP as of Q3 2024.

  • Triad Wealth Partners reported no remaining SAP position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 94 SAP shares in Q3 2024, an estimated $19K.
  • Triad Wealth Partners first reported a position in SAP in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's SAP position peaked at $19K in Q2 2024.
  • 789 funds tracked by Wall St. Rank held SAP as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.